See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $122,647 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $32,172 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,730 | $54,193+71.1% | $93,606-0.9% | $77,643+19.4% |
| Participation rate | 76.2% | 63.9%+12.3pp | 68.7%+7.5pp | 70.6%+5.6pp |
| Annual return | 10.40% | 30.54%-20.1pp | 133.20%-122.8pp | 31.24%-20.8pp |
| Employer contribution / active EE | $2,978 | $1,168+155.0% | $2,420+23.1% | $2,726+9.3% |
| Participant deferral / active EE | $5,595 | $3,144+78.0% | $4,411+26.8% | $4,647+20.4% |
| Admin fee / account holder | $423 | $576-26.5% | $8,285-94.9% | $430-1.7% |